Inviting Team Members
Ryan avatar
Written by Ryan
Updated over a week ago

When you have signed up for Investory as an Investor account, and as long as you are set as an Admin and you have a Subscription, then you can invite additional Team Members to join the account.

Here is what to do:

1) When you are logged in to your Investor account, click on the top right hand side on your profile or if you want you can click on the + New button

2.1) Option 1: If you have decided to click on your profile, then all you need to do is select Manage Partners from the Drop Down Menu.

2.2) Once you have clicked on Manage Partners, then you will be redirected to a new page. From there all you have to do is click on the Add Partner Button.

2.3) Once you have done that, a popup window will appear on your screen, as seen below

All you will need to do is add the email address, select the permission level (Admin, Member or Guest).

You can then personalise the Personal message or not, and then just hit Send Invitation!

3.1) Option 2: If you used the other way, and click on the + New button, then all you have to do is select New Partner from the dropdown menu.

When you have selected New Partner, as shown above, you will have the popup screen to invite your Partners as show in the section above 2.3.

Should you want to rescind an email invitation or remove an Existing Partner, all you have to do is follow the instruction here.

Should you have any questions or concerns, you can reach us by using the messenger on the bottom right hand side and Start a New Conversation and we will be happy to assist you.

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